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Give Us a Call Today!

Give Us a Call Today!

Give Us a Call Today!

TRUST ADMINISTRATION

Count On Our Team to Protect Your Interests

MODESTO TRUST ADMINISTRATION

Our Firm Offers Clients Caring & Reliable Support

At Swingle, Van Egmond & Heitlinger, we understand that trust administration can seem daunting. Losing a loved one is never easy, but our dedicated team, based in Modesto, is deeply committed to guiding clients through this complex legal landscape with utmost care and precision.

Our trust administration services offer clients flexible, personalized representation that can see them through the entire process. We recognize that each client’s situation is unique, so we’re meticulous in our approach, tailoring our services to fit each client’s specific needs. And, because we offer a comprehensive range of estate planning services, we are particularly suited to managing all aspects of trust administration.

To schedule a consultation with one of our Modesto trust administration lawyers, call (209) 522-2211 or send us a message online.

What is Trust Administration?

Trust administration refers to the legal process that happens after the death of a trustor (the holder of the trust). The trustee (the person or entity assigned by the trustor to manage the trust) initiates the administration of the trust.

This process involves a series of tasks, which can include:

  • Notifying beneficiaries
  • Settling the trustor’s debts
  • Managing the trust assets
  • Filing taxes
  • Distributing the remaining assets to the designated beneficiaries as per the terms of the trust

Trust administration is typically less public and more efficient than probate (the legal process of distributing a deceased person’s assets), often making it a more favorable option for many families. However, it can be complex and requires a detailed understanding of the law, especially when it comes to managing potential conflicts of interest, understanding tax implications, and distributing assets justly and fairly.

Benefits of Working with an Attorney for Trust Administration

Engaging the services of an experienced attorney for managing trust administration can help you achieve a smoother, more efficient distribution of assets while also helping to minimize potential conflicts and legal hurdles. Here at Swingle, Van Egmond & Heitlinger, we understand the ins and outs of trust administration and are prepared to help clients across the Modesto area.

Here are some of the key benefits of working with an attorney for your trust administration needs:

  • Experienced guidance
  • Conflict resolution
  • Compliance with legal obligations
  • Efficient asset distribution
  • Mitigation of personal liability

In short, you don’t have to go through this alone. Retaining an attorney, like ours at Swingle, Van Egmond & Heitlinger, for trust administration can provide peace of mind during a challenging time. From the initial stages to the final details, we’re here to navigate these complex legal matters alongside you, delivering the thoughtful, reliable support you deserve.

Our Modesto-based trust administration lawyers are standing by. Call our office at (209) 522-2211 or contact us online.

Estate Planning Lawyer in Modesto

“This firm exemplifies how a multi-faceted group of attorneys can work together to achieve positive results.”

- James M.

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CASE Results

We fight tirelessly to make sure we gain the best possible results for our clients.
Broadside Motor Vehicle Accident
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Recovered the policy limits when client was broadsided in an intersection.
Business Dispute
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Recovered $3,300,000 in buy-out and settlement of minority business owners in breach of fiduciary duty obligations of entity management action.
Business Dispute
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Recovered $1,200,000 in income producing property in family business dispute action alleging fraud and breach of fiduciary against majority owner family members wherein all income payments and distributions to client had ceased for multiple years.
Car Accident
Read More
$8,500,000 recovery. Client was rear-ended on the freeway and suffered catastrophic injuries.
Dog Bite
Read More
Plaintiff was bitten on the hand by his employer’s dog.
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Next
Broadside Motor Vehicle Accident
Read More
Recovered the policy limits when client was broadsided in an intersection.
Business Dispute
Read More
Recovered $3,300,000 in buy-out and settlement of minority business owners in breach of fiduciary duty obligations of entity management action.
Business Dispute
Read More
Recovered $1,200,000 in income producing property in family business dispute action alleging fraud and breach of fiduciary against majority owner family members wherein all income payments and distributions to client had ceased for multiple years.
Car Accident
Read More
$8,500,000 recovery. Client was rear-ended on the freeway and suffered catastrophic injuries.
Dog Bite
Read More
Plaintiff was bitten on the hand by his employer’s dog.
Previous
Next

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